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Tony Peterson
Posted: 11 May 2018 13:07:26(UTC)

Joined: 10/08/2009(UTC)
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Keith

All our mining stocks are providing great short term gains, some of which were trimmed today to top up Stobart, BT, and LBG within our ISAs.

We are now, for today in the happy position of having all our major holdings comfortably within our holding range - several are indicating that they are close to a barber shop visit. I would be topping up RIO below 38 and trimming at about 44. RIO has been perhaps our most reliable source of volatility profits over the last few years.

I sincerely hope that something drops to bargain levels before our banking and insurance dividends come in later this month.

2 users thanked Tony Peterson for this post.
Keith Hilton on 11/05/2018(UTC), Tyrion Lannister on 11/05/2018(UTC)
Road-Man
Posted: 11 May 2018 18:09:41(UTC)

Joined: 12/04/2016(UTC)
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Bought some RMMC today on 14% discount at 175, they were trading at 172 this time last year then up 40% and back down again.

Not sure if I should go back for more!
Tyrion Lannister
Posted: 11 May 2018 18:35:23(UTC)

Joined: 03/03/2017(UTC)
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Tony Peterson;62129 wrote:
Keith

All our mining stocks are providing great short term gains, some of which were trimmed today to top up Stobart, BT, and LBG within our ISAs.

We are now, for today in the happy position of having all our major holdings comfortably within our holding range - several are indicating that they are close to a barber shop visit. I would be topping up RIO below 38 and trimming at about 44. RIO has been perhaps our most reliable source of volatility profits over the last few years.

I sincerely hope that something drops to bargain levels before our banking and insurance dividends come in later this month.



I'd be interested to hear your thoughts on BT. I thought about topping up today but I fear the worst is yet to come.

I'm nearly 30% down so no point in selling, I'll just keep taking the dividend.
1 user thanked Tyrion Lannister for this post.
Tony Peterson on 11/05/2018(UTC)
Tony Peterson
Posted: 11 May 2018 19:20:21(UTC)

Joined: 10/08/2009(UTC)
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Tyrion

BT provides me with splendid telephone and internet services. I'd be lost without it. There's a great deal of noise about its monopoly of infrastructure, political noise, regulatory noise, and pension funding worries. In spite of which it pays good dividends still, even though the share price has dropped almost to the average acquisition price for our certificated holdings. Our average acquisition price from new holdings commenced in 2004 is just under £2, so we are still in capital gains territory ..just.

(Worth noting that a previous holding lasted from privatisation in the eighties until 1999 when we offloaded all at over £10 per share to fund other acquisitions). With realised profits and dividends over the years exceeding our purchase costs, our holding as of today (46,500) has cost us less than nothing. So we have a very benign view of a company which is exceedingly unpopular and greatly derided by many on forums such as this.

I must add that the top-up received today taking our holding to its present size was not dictated by thoughts about BT but because our total holding had fallen in value just below £100 K. As we had plenty of short term profits from miners and pharma and Sainsbury it received its (to me obligatory) top up. If it falls further we will purchase more, if it rises dramatically we will take some of the gains. If it stays where it is I can look forward to finding a home for the £4900 we will get in dividend on Sep 3rd.

You asked for my thoughts....that's them.

2 users thanked Tony Peterson for this post.
Tyrion Lannister on 11/05/2018(UTC), Captain Slugwash on 14/05/2018(UTC)
satish mittal
Posted: 14 May 2018 09:45:52(UTC)

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Hi,
Can any one please advise me the funds/ITs investing in Fintech. A already hold SMT 13%, PCT 3%, & ATT 3%.
Is it worth buying HICL at 144.62?
Thanks,
Satish
andy mac
Posted: 14 May 2018 09:50:56(UTC)

Joined: 12/02/2016(UTC)
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What will the increase in oil do to Tullow oil

I fancy a little bit at the moment
Thoughts please
dyfed
Posted: 14 May 2018 10:00:12(UTC)

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satish mittal;62270 wrote:
Hi,
Can any one please advise me the funds/ITs investing in Fintech. A already hold SMT 13%, PCT 3%, & ATT 3%.
Is it worth buying HICL at 144.62?
Thanks,
Satish


Re HICL, currently trading at 1% discount, paying 5.6%, obviously some caution needed due to Labour's pledge to renationalise PFIs. I prefer JLIF in this sector: bigger discount, bigger divi and less of it's assets in early stage PFIs which is the riskiest end. There were several posts about this back at the time of Carillon collapsing, but not sure which thread. I hold both but twice as much JLIF.
2 users thanked dyfed for this post.
satish mittal on 14/05/2018(UTC), Tim D on 18/05/2018(UTC)
Mr Helpful
Posted: 14 May 2018 10:29:47(UTC)

Joined: 04/11/2016(UTC)
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Re BT.A.
Is there any way, BT at a low enough price level, could become a takeover target from foreign interests?
Mr Helpful
Posted: 14 May 2018 10:34:08(UTC)

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Re HICL infrastructure.
HICL proved a wonderful investment over many years.
But now, with the increased political risk, have concentrated on 3IN and BBGI.
The former (3IN) seems fully priced at present.
1 user thanked Mr Helpful for this post.
satish mittal on 14/05/2018(UTC)
philip gosling
Posted: 14 May 2018 10:37:37(UTC)

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Before buying or selling - some advice from Warren Buffet

" We don't buy and sell stocks based upon what other people think the stock market is going to do - but rather on what we think the company is going to do".
5 users thanked philip gosling for this post.
Guest on 14/05/2018(UTC), Freddy4Skin on 14/05/2018(UTC), Aminatidi on 14/05/2018(UTC), satish mittal on 14/05/2018(UTC), gillyann on 14/05/2018(UTC)
Keith Hilton
Posted: 14 May 2018 10:53:24(UTC)

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dyfed;62273 wrote:
satish mittal;62270 wrote:
Hi,
Can any one please advise me the funds/ITs investing in Fintech. A already hold SMT 13%, PCT 3%, & ATT 3%.
Is it worth buying HICL at 144.62?
Thanks,
Satish


Re HICL, currently trading at 1% discount, paying 5.6%, obviously some caution needed due to Labour's pledge to renationalise PFIs. I prefer JLIF in this sector: bigger discount, bigger divi and less of it's assets in early stage PFIs which is the riskiest end. There were several posts about this back at the time of Carillon collapsing, but not sure which thread. I hold both but twice as much JLIF.


I added to HICL recently, but only a small top-up due to potential for Corbyn to give them a good kicking.
1 user thanked Keith Hilton for this post.
satish mittal on 14/05/2018(UTC)
t s
Posted: 14 May 2018 11:31:50(UTC)

Joined: 03/03/2016(UTC)
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Keith Hilton;62281 wrote:
dyfed;62273 wrote:
satish mittal;62270 wrote:
Hi,
Can any one please advise me the funds/ITs investing in Fintech. A already hold SMT 13%, PCT 3%, & ATT 3%.
Is it worth buying HICL at 144.62?
Thanks,
Satish


Re HICL, currently trading at 1% discount, paying 5.6%, obviously some caution needed due to Labour's pledge to renationalise PFIs. I prefer JLIF in this sector: bigger discount, bigger divi and less of it's assets in early stage PFIs which is the riskiest end. There were several posts about this back at the time of Carillon collapsing, but not sure which thread. I hold both but twice as much JLIF.


I added to HICL recently, but only a small top-up due to potential for Corbyn to give them a good kicking.



I've got more chance of becoming PM than Corbyn.
1 user thanked t s for this post.
satish mittal on 16/05/2018(UTC)
markus
Posted: 14 May 2018 11:34:02(UTC)

Joined: 02/11/2015(UTC)
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Mr Helpful;62276 wrote:
Re BT.A.
Is there any way, BT at a low enough price level, could become a takeover target from foreign interests?


Deutsche Telecom own 12% post EE sale & their CEO has a seat on the BT board.

The EE sale restrictions on DT buying more or selling expires circa Feb'19

1 user thanked markus for this post.
Mr Helpful on 14/05/2018(UTC)
CUEBALL
Posted: 14 May 2018 13:53:59(UTC)

Joined: 06/04/2014(UTC)
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philip gosling;62280 wrote:
Before buying or selling - some advice from Warren Buffet

" We don't buy and sell stocks based upon what other people think the stock market is going to do - but rather on what we think the company is going to do".



Actually..I said it first
Freddy4Skin
Posted: 14 May 2018 14:02:19(UTC)

Joined: 22/04/2014(UTC)
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t s;62282 wrote:
Keith Hilton;62281 wrote:
dyfed;62273 wrote:
satish mittal;62270 wrote:
Hi,
Can any one please advise me the funds/ITs investing in Fintech. A already hold SMT 13%, PCT 3%, & ATT 3%.
Is it worth buying HICL at 144.62?
Thanks,
Satish


Re HICL, currently trading at 1% discount, paying 5.6%, obviously some caution needed due to Labour's pledge to renationalise PFIs. I prefer JLIF in this sector: bigger discount, bigger divi and less of it's assets in early stage PFIs which is the riskiest end. There were several posts about this back at the time of Carillon collapsing, but not sure which thread. I hold both but twice as much JLIF.


I added to HICL recently, but only a small top-up due to potential for Corbyn to give them a good kicking.



I've got more chance of becoming PM than Corbyn.



They said the same about Adolf
3 users thanked Freddy4Skin for this post.
CUEBALL on 14/05/2018(UTC), t s on 14/05/2018(UTC), satish mittal on 16/05/2018(UTC)
geoffrey Walton
Posted: 14 May 2018 15:40:37(UTC)

Joined: 27/06/2014(UTC)
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Used some of my RCP money to top up FGT
1 user thanked geoffrey Walton for this post.
Aminatidi on 14/05/2018(UTC)
CUEBALL
Posted: 14 May 2018 19:10:01(UTC)

Joined: 06/04/2014(UTC)
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Geoffrey ...why didn't you just stick with Giles as i recommended...and enjoy the ride
Aminatidi
Posted: 14 May 2018 19:15:04(UTC)

Joined: 29/01/2018(UTC)
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Tom Mozy;61501 wrote:
Added my first shares in Dominos Pizza Inc today.

50k tony! Nice, guess you are slicing the number of shares today? do tell what your buying with the wad!


Tom, LSE or NYSE?

With the likes of Domino's I'm never sure which stock people mean.
geoffrey Walton
Posted: 14 May 2018 19:34:38(UTC)

Joined: 27/06/2014(UTC)
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CUEBALL;62308 wrote:
Geoffrey ...why didn't you just stick with Giles as i recommended...and enjoy the ride


Thought about that over the last 20 Months CUEBALL, but LT Global that I swapped it for after the Brexit vote has done better over the period since. Not that the amounts I have, would have made a lot of difference anyway.

I thought of his Nano-Cap today, but decided to add to FGT. I still have a little left from the RCP sale, but will probably add to LT Global and Rathbone Global. I could not see the sense in buying something else for the small amount left - better to add I thought.
I will end up with 2 Trusts and 2 Funds and more or less equal amounts(bought) in each.

Overall I am well in profit over the 30 Month period. I am more easy with 3 Global and one UK, and apart from a little overlap in the Train(s) I seem to be fairly well spread. I shall certainly be interested to see how MWY fairs.

Regards.

Edit. Tues. 15/5/2018 Put balance in LT Global & Rathbone Global.
CUEBALL
Posted: 14 May 2018 19:55:31(UTC)

Joined: 06/04/2014(UTC)
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As ever I wish you well, as i said at the time Giles's fund is an absolute staple....comparable to Bolton in my opinion..isn't it typical small investor behaviour that a manager who hardly got a mention previously (apart from myself) is now the talk ...
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